Assigning tags

You can assign tags to records from the form or list view. You can also add tags to a homepage. Tags enable you to group and organize the items.

The list view provides multiple ways of assigning tags. You can assign tags with inline field editing, the action menu, the context menu, or the edit tags icon.

Note: Tag names are case-insensitive and must not include punctuation.

Parent Topic:Tags

Assign a tag from the list view using inline field editing

You can assign one or more tags to a record directly from the list view.

Before you begin

Role required: none

Procedure

1. Navigate to a list.

2. Personalize the list to display the Tags column.

3. Click in to the Add Tag field.

4. To assign an existing tag, begin typing the tag name and select the tag from the list.

5. To create a tag, enter a new tag name.

Result

The tag is added to the record.

Assign a tag from a list using the action menu

You can assign one or more tags to a record using the action menu in a list.

Before you begin

Role required: none

Procedure

1. Navigate to a list.

2. Select the check box beside one or more records.

3. Select Actions on selected rows.

4. Scroll to the Assign tag listing.

5. To assign an existing tag, select the tag listed.

6. To create a tag, select New, enter the tag name, select the sharing level, and then select Save.

Result

The tag is added to the record.

Assign a tag from the list context menu

You can assign one or more tags from the list context menu.

Before you begin

Role required: none

Procedure

1. Navigate to a list.

2. Select and hold (or right-click) a record.

3. To assign an existing tag, select Assign Tag > [Tag Name].

4. To create a tag, complete the following steps.

   1. Select Assign Tag > New Tag.

   2. Enter a new tag name and select the appropriate sharing level.

   3. Select Save.

Assign a tag from a form

You can assign one or more tags to a record using the More options menu in the form header.

Before you begin

Role required: none

Procedure

1. Navigate to a form.

2. Select the more options icon (

1. Select Add Tag.

2. Click in to the Add Tag field.

3. Perform one of the following actions.

The tag is added to the record.